John Monroe is a registered investment advisor at Monroe Capital Partners, LLC, based in Irvington, VA, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 46 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.80% |
Minimum annual fee of $1,950. Discounts may be offered to family members and friends of associated persons. $500,000 minimum account size may be negotiable.
Fee Estimator
Location
4507 Irvington Road, Suite 600, Irvington, VA, 22480
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Monroe Capital Partners, LLC
Previous Registrations
Monroe Capital Partners, LLC
Monroe Capital Partners, LLC
Capes Capital Management, INC.
Monroe Capital Partners, LLC
Chesapeake Investment Group
Bi Investments, LLC
Chesapeake Investment Group
Chesapeake Financial Group INC
State Registrations1 state
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